11-26-2015 02:48 PM
I tried searching the forums but couldn't find anything related to this. I have a variety of groups I've setup but for easy access, I was hoping I could save the group or lookup on the toolbar or as a link in the Contacts sidebar so I can quickly execute the lookup instead of having to click on Groups first and then selecting the pre-defined Group.
Is there a way to accomplish this?
11-27-2015 02:47 AM - edited 11-27-2015 02:48 AM
Yes you can!
Create and save an Advanced Query for your lookup, then you can create a Custom Command to open this query in one click from a toolbar or menu.
Here's an article that details the process of creating a custom command. http://kb.swiftpage.com/app/answers/detail/a_id/14284
On step 3 of the second section, select the .QRY file you saved.